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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $678,220 | $196,972+244.3% | $182,262+272.1% | $198,609+241.5% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 20.62% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $4,320 | $5,364-19.5% | $5,046-14.4% | $5,055-14.5% |
| Participant deferral / active EE | $19,050 | $8,643+120.4% | $8,276+130.2% | $6,977+173.0% |
| Admin fee / account holder | $7,117 | $18,429-61.4% | $16,712-57.4% | $19,030-62.6% |